VariPOS Documentation
Read module-by-module like an operations story. Every scene tells what to do, what to check, and what outcome to expect.
Compliance
Financial Year Close, Opening Carry, and Locking
Year-end control: one period closes cleanly and the next opens without confusion.
Scene 1: Financial Years Overview – Scene 1
Open Settings and tap Financial Years. This screen is used to manage all financial years of the shop. A financial year controls date-based business data such as invoices, purchases, expenses, reports, GST working, and opening/closing balances. The app uses it to separate one business year from another.
Step 1
The screen shows all created financial years in a list. Each row normally shows:
- financial year label
- start date
- end date
- status chip such as Open or Closed
Step 2
Identify the active year: The active financial year is the one currently used for new entries and reports unless another period is selected in a report screen. This screen is not for manually adding a new financial year. The app creates the next financial year automatically when the current financial year is closed.
Step 3
The open financial year is the current working year used by the app for transactions and default report filters.
Scene 2: Close the Current Financial Year – Scene 2
Use the Close FY button at the bottom right of the screen.
Step 1
Enter admin approval: The app asks for admin verification before allowing financial year close.
Step 2
Review the close preview: Before closing, the app shows a summary of the current financial year, including:
- FY label
- date range
- invoices
- purchases
- sales returns
- purchase returns
- expenses
- receivable
- payable
- inventory quantity
- inventory value
- capital net
- net profit
Step 3
Use force close only if needed: There is a checkbox for Force close before FY end date. Use it only when you intentionally want to close the year before its actual ending date.
Step 4
Confirm closing: Tap Close FY in the confirmation dialog.
Step 5
Understand what the app does: When financial year closing is completed, the app:
- creates a closing snapshot
- locks the current financial year
- creates the next financial year
- makes the next financial year active
- resets document sequences
Step 6
Read the success message: After closing, the app shows a message confirming:
- the closed financial year
- the newly active financial year
Scene 3: Financial Year Snapshots – Scene 3
Scroll down to Close Snapshots. Each snapshot row shows the financial year label and closed date. Tap a snapshot card to expand it.
Step 1
The snapshot shows:
- next FY
- receivable
- payable
- inventory quantity
- inventory value
- capital net
- net profit
Step 2
These snapshot values help the owner review the year-end position after FY closing.
Scene 4: FY Compliance Status – Scene 4
Scroll to FY Compliance Status. Each financial year row shows whether annual return filed date is set or not.
Step 1
Set the filed date : Tap the calendar-style action icon to set the annual return filed date for that financial year.
Step 2
Clear the filed date if needed: Tap the clear icon to remove the filed date.
Step 3
Admin approval is required: Both setting and clearing the filed date require admin verification (admin password.
Scene 5: GST Correction Policy and Policy Sync – Scene 5
The screen shows a section named GST Correction Policy. Policy is not edited directly on this screen. It is managed through CDN and synced into the app.
Step 1
Use Sync Policy: Tap the cloud sync icon in the app bar to refresh policy data.
Step 2
Review policy source details: In the Policy Source card, the app shows:
- source
- last sync
- version
- generated at
- policy URL
Step 3
Use this for verification: This section helps confirm that the app is using the latest synced GST correction policy.
Scene 6: Important Working Rule – Scene 6
This screen does not provide a separate Add Financial Year option. The next financial year is created automatically when the current financial year is closed.
Step 1
Keep the current year correct: Before closing a year, make sure transactions, balances, and reports are checked properly.
Step 2
Close carefully: Closing a financial year is an important operation because it affects year status, snapshots, and the next active year.